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Glassman Wealth Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Glassman Wealth Services’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,335
Closed -$81K – 1385
2019
Q2 		$81K Buy
+1,335
New +$80.8K 0.03% 191

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $441M AUM 41.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glassman Wealth Services's VGSH Position: Q3 2019 in Review

Glassman Wealth Services sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2019, closing a stake of 1,335 shares — an estimated $81K sold.

Glassman Wealth Services first reported a position in VGSH in Q2 2019 and held it in 1 quarter. The position peaked at $81K in Q2 2019. 266 funds tracked by Wall St. Rank hold VGSH as of Q3 2019.

  • Glassman Wealth Services reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2019 after selling out during the quarter.
  • Glassman Wealth Services sold 1,335 Vanguard Short-Term Treasury ETF shares in Q3 2019, an estimated $81K.
  • Glassman Wealth Services first reported a position in Vanguard Short-Term Treasury ETF in Q2 2019 and held it in 1 quarter.
  • Glassman Wealth Services's Vanguard Short-Term Treasury ETF position peaked at $81K in Q2 2019.
  • 266 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2019.

Based on Glassman Wealth Services's 13F filing for Q3 2019, filed 1 Nov 2019.